Civic Intelligence

Epsilon Epsilon Chapter of Alpha Tau Omega

990 • Fiscal year 2016 • EIN 64-0382388

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 06, 2016

C/O Forrest JamesGermantown, TN 38139

(901) 326-9323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-14%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-75%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$9,412

Down $28,317 (-75%) from 2015

Net Assets

Down

$9,412

Down $28,317 (-75%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$206,014

Down $36,872 (-15%) from 2015

Expenses

Down

$234,331

Down $12,729 (-5.2%) from 2015

Net Income

Down

-$28,317

Down $24,143 (-578%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $45,441Liabilities 2011: $02011Assets 2012: $65,948Liabilities 2012: $0Net Assets 2012: $65,9482012Assets 2013: $46,035Liabilities 2013: $0Net Assets 2013: $46,0352013Assets 2014: $41,903Liabilities 2014: $0Net Assets 2014: $41,9032014Assets 2015: $37,729Liabilities 2015: $0Net Assets 2015: $37,7292015Assets 2016: $9,412Liabilities 2016: $0Net Assets 2016: $9,4122016Assets 2017: $1,527Liabilities 2017: $0Net Assets 2017: $1,5272017Assets 2018: $1,492Liabilities 2018: $0Net Assets 2018: $1,4922018Assets 2019: $1,580Liabilities 2019: $0Net Assets 2019: $1,5802019Assets 2020: $1,695Liabilities 2020: $0Net Assets 2020: $1,6952020Assets 2021: $17,151Liabilities 2021: $0Net Assets 2021: $17,1512021Assets 2022: $20,081Liabilities 2022: $0Net Assets 2022: $20,0812022Assets 2023: $22,508Liabilities 2023: $0Net Assets 2023: $22,5082023Assets 2024: $27,099Liabilities 2024: $0Net Assets 2024: $27,0992024

Highlighted filing

2016

Assets$9,412
Liabilities$0
Net Assets$9,412

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $198,127Expenses 2011: $190,954Net Income 2011: $7,1732011Revenue 2012: $238,396Expenses 2012: $217,889Net Income 2012: $20,5072012Expenses 2013: $341,8002013Revenue 2014: $269,200Expenses 2014: $273,332Net Income 2014: -$4,1322014Revenue 2015: $242,886Expenses 2015: $247,060Net Income 2015: -$4,1742015Revenue 2016: $206,014Expenses 2016: $234,331Net Income 2016: -$28,3172016Revenue 2017: $2,000Expenses 2017: $9,885Net Income 2017: -$7,8852017Revenue 2018: $0Expenses 2018: $35Net Income 2018: -$352018Revenue 2019: $108Expenses 2019: $20Net Income 2019: $882019Revenue 2020: $115Expenses 2020: $0Net Income 2020: $1152020Revenue 2021: $19,995Expenses 2021: $4,539Net Income 2021: $15,4562021Revenue 2022: $51,168Expenses 2022: $48,238Net Income 2022: $2,9302022Revenue 2023: $25,037Expenses 2023: $22,610Net Income 2023: $2,4272023Revenue 2024: $38,246Expenses 2024: $33,655Net Income 2024: $4,5912024

Highlighted filing

2016

Revenue$206,014
Expenses$234,331
Net Income-$28,317
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 6, 2016
Return Version
2015v2.1
Gross Receipts
$206,014
Mission and Program Overview

Mission

Leadership, social and academic development of college men

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$20,919$6,531▼ $14,388
Cash and Non-Interest-Bearing Accounts$16,810$2,881▼ $13,929
Total Assets$37,729$9,412▼ $28,317
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$37,729$9,412▼ $28,317
Total Net Assets Fund Balance$37,729$9,412▼ $28,317
Total Liabilities and Net Assets / Fund Balance$37,729$9,412▼ $28,317
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas WalkerBoard of Trustees Chairman
Forrest JamesOfficer Executive - Trustee
Charles CokerTrustee
Evan WesterTrustee
Jim LipscombTrustee
Jimmy McphersonTrustee
Terry MaxeyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$206,014
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$206,014
Change in Net Assets
$-28,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,331
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$91,250
Fees for Services Accounting---$4,977
Other Expenses---$3,814
All Other Expenses---$1,293
Total Functional Expenses$0$0$0$234,331
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

The return is reviewed by the officer executive and signed.

Form 990, Part VI, Section C, line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Epsilon Epsilon Chapter
EIN
64-0382388
Phone
9013269323
Address
C/O FORREST JAMES, GERMANTOWN, TN 38139

Signing Officer

Name
Forrest James
Title
Officer Executive
Phone
9013269323
Signed
2016-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Forrest James
Formed
1937
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
T E Lott & Company Pa
Address
PO BOX 471, COLUMBUS, MS 39703-0471
Preparer
Leslie W Wood CPA
Phone
6623285387
Raw XML Appendix269 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/ReturnTs02016-11-14T12:00:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.38$0.34$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.25$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.51$0.48$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.20$0.05$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.06$2.34$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$2.43$2.47$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.69$2.73$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$3.42
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$2.38$2.18$0.21
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$1.98$1.91$0.07